PNOBX — Putnam Sustainable Leaders Fund
Data updated: 2026-08-27
PNOBX — Putnam Sustainable Leaders Fund. United States Large Cap Blend / Core Thematic Equity · $6.66B AUM. Holdings, fees, performance and SEC filings.
PNOBX Fund Overview
PNOBX — Putnam Sustainable Leaders Fund is a US mutual fund managed by Putnam Sustainable Leaders Fund, categorised as United States Large Cap Blend / Core Thematic Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Putnam Sustainable Leaders Fund
- Category: United States Large Cap Blend / Core Thematic Equity
- Assets under management: $6.66B
- 1-year return: 40.9%
- Ticker: PNOBX
- SEC CIK: 0000865177
- SEC series ID: S000006295
- Share class ID: C000017307
PNOBX Investment Objective and Strategy
Putnam Sustainable Leaders Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Putnam Sustainable Leaders Fund.
Investment objective
Putnam Sustainable Leaders Fund seeks long-term capital appreciation.
Principal investment strategy
We invest mainly in common stocks of U.S. companies of any size, with a focus on companies that we believe exhibit a commitment to sustainable business practices. Stocks of companies that exhibit a commitment to sustainable business practices are typically, but not always, considered to be growth stocks. Growth stocks are stocks of companies whose earnings are expected to grow faster than those of similar firms, and whose business growth and other characteristics may lead to an increase in stock price. We consider, among other factors, a companys sustainable business practices (as described below), valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments. We may also invest in non-U.S.
companies. Sustainable investing. We believe that companies that exhibit leadership in sustainable business practice also often exhibit more profitable, durable financial returns with lower risk profiles. Accordingly, in selecting investments, we focus on companies that we believe have a demonstrated commitment to sustainable business practices. This commitment may be reflected through environmental, social and/or corporate governance (ESG) policies, practices or outcomes.
PNOBX Holdings
Top 10 holdings of Putnam Sustainable Leaders Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp. | 7.10% |
| Apple, Inc. | 6.99% |
| Alphabet, Inc. | 5.52% |
| Microsoft Corp. | 4.36% |
| Amazon.com, Inc. | 4.06% |
| Lam Research Corp. | 3.06% |
| Advanced Micro Devices, Inc. | 2.94% |
| Broadcom, Inc. | 2.77% |
| Putnam Short Term Investment Fund | 2.58% |
| Eli Lilly & Co. | 2.58% |
PNOBX Portfolio Allocation
Asset-class allocation of Putnam Sustainable Leaders Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.2% |
| Other | 2.6% |
| Cash & Equivalents | 0.2% |
| Derivatives | 0.1% |
PNOBX Performance
Total returns for PNOBX (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| 1 year | 40.9% |
| 3 years (annualised) | 8.9% |
| 5 years (annualised) | 14.9% |
PNOBX Risk Information
Risk metrics for PNOBX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 13.9%
PNOBX Costs and Fees
PNOBX costs about $167 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.67%
- Gross expense ratio: 1.67%
- Portfolio turnover: 44%
- Brokerage commissions: 5.40 bps of average net assets (SEC N-CEN)
PNOBX Cashflows
Over the 12 months to 2026-06, Putnam Sustainable Leaders Fund had net inflows of $100.96M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | −$40.26M |
| 2026-05 | −$61.78M |
| 2026-04 | −$88.62M |
| 2026-03 | −$59.76M |
| 2026-02 | $34.77M |
| 2026-01 | −$7.88M |
PNOBX Debt Constituents
Largest debt holdings of Putnam Sustainable Leaders Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| United States of America | 0.01% |
| United States of America | 0.01% |
| United States of America | 0.00% |
| United States of America | 0.00% |
PNOBX Prospectus and SEC Filings
Official Putnam Sustainable Leaders Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2025-10-27
- Prospectus (485BPOS) — filed 2024-10-25
- Prospectus (485BPOS) — filed 2023-10-27
- Portfolio holdings (N-PORT) — filed 2026-08-27
- Portfolio holdings (N-PORT) — filed 2026-05-27
- Portfolio holdings (N-PORT) — filed 2026-02-25
- Annual census (N-CEN) — filed 2025-09-10
- Annual census (N-CEN) — filed 2024-08-21
Related Funds
Other United States Large Cap Blend / Core Thematic Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.